What I do, at the most fundamental level, is help families establish Legacies. If you’d like to learn more about the services I offer, please feel free to contact me any time.
ADVISORY GUIDANCE
- Creating board structures and policies
- Focusing philanthropic goals
- Developing grant-making programs and processes
- Philanthropic planning with professional advisors
FAMILY SUPPORT
- Conducting family meetings
- Engaging the next generation
- Succession planning
GRANT-MAKING AND FOUNDATION ADMINISTRATION
- Researching giving trends
- Seeking giving opportunities in accordance with donors’ priorities
- Serving as liaison between donor and nonprofit organizations
- Due diligence and site visits
- Evaluating applications and making giving recommendations
- Maintaining records of distributions
- Organizing board meetings and recording minutes
- Preparing reporting documents for tax returns